Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$15.1M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $22.3M assets / 293 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $196K premiums / 135 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | RUDY'S MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $15.1M | 125 | 2025 |
| #001 | RUDY'S MARKETS, INC. 401(K) RETIREMENT PLAN | 401(k) | $7.2M | 168 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | RUDY'S MARKETS, INC. BENEFIT PLAN | Mixed | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $196K | 135 | 2025 |